City of Wheaton Police Pension Fund Board of Trustees met Feb. 19

Wheaton Mayor Phil Suess
Wheaton Mayor Phil Suess
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City of Wheaton Police Pension Fund Board of Trustees met Feb. 19

Here is the agenda provided by the board:

1. Call to Order

2. Roll Call

3. Public Comment – Limit of 3 minutes per person

4. Approval of Meeting Minutes

a. November 20, 2025 Regular Meeting

b. January 7, 2026 Special Meeting

c. Semi-Annual Review of Closed Session Meeting Minutes

5. Investment Reports – IPOPIF

a. Verus Advisory, Inc.

b. State Street Statements

6. Accountant’s Report – Lauterbach & Amen

a. Monthly Financial Report

b. Presentation and Approval of Bills

c. Additional Bills, if any

d. Discussion/Possible Action – Cash Management Policy

7. Communications and Reports

a. Affidavits of Continued Eligibility

b. Statements of Economic Interest

8. Applications for Membership/Withdrawals from Fund

a. Applications for Membership – Alejah Adams, Tommaso Ballone and Remy Delgado

b. Contribution Refunds – Mohammad Mohammad and Jorge Sanchez

c. Deceased Pensioner – James McGinley

d. Resignation of Office – Charles Schutt

9. Applications for Retirement/Disability Benefits

a. Approve Regular Retirement Benefits – Jason Scott

b. Application for Disability Benefits – Grace Turney

10. Trustee Training Updates

a. Approval of Trustee Training Registration Fees and Reimbursable Expenses

11. Old Business

a. Portability Update – Carlos Pliego-Mendez

12. New Business

a. Portability Updates – Viktorria Kuzmykha and Patrick Goddard-Ziga

b. Discussion/Possible Action – Records Inventory and Disposal Maintenance

c. Review/Approve – Fiduciary Liability Insurance Renewal

13. Attorney’s Report – Reimer Dobrovolny & LaBardi PC

a. Legal Updates

b. Review, Adopt and Publish Decision and Order – Amy Green

14. Closed Session, if needed

15. Adjournment

https://www.wheaton.il.us/AgendaCenter/ViewFile/Agenda/_02192026-3075



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